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Evli Fund Management Company
Founded alongside the birth of the modern Nordic fixed income and equity capital markets at the end of the 1980s Evli Fund Management Company is today the best...
Evli Fund Management Company
Founded alongside the birth of the modern Nordic fixed income and equity capital markets at the end of the 1980s Evli Fund Management Company is today the best fund house in the Nordics, according to Morningstar. A long-term commitment to institutional investors, driven by experienced and dedicated staff ensures genuinely active and sustainable portfolio management. Paired with exceptional client service this has put Evli at the forefront of Nordic wealth management.
General information
Firm type
Generalist
Year founded
1985
AUM
€21.5B
Location
Region
Europe
Country
Finland
City
Helsinki
Corporate office
Helsinki, Finland
Sector focus
Frequently asked questions
What is the relationship between Evli Fund Management Company and Evli Plc?
Evli Fund Management Company is the regulated fund management entity within the Evli Group, the Finnish financial services firm listed on Nasdaq Helsinki. The fund company manages UCITS-compliant mutual funds and operates under authorization from the Finnish Financial Supervisory Authority. The parent company Evli Plc also houses wealth management and investment banking divisions.
What asset classes does Evli Fund Management Company cover?
The firm manages equity and fixed-income strategies. Equity funds concentrate on Nordic markets — Finland, Sweden, Norway, and Denmark — across small-, mid-, and large-cap segments. Fixed-income offerings include government bonds, investment-grade corporate debt, and short-duration products. Multi-asset portfolios are also available to institutional and private investors.
How did the Aktia merger affect Evli Fund Management Company?
In September 2024, Evli Plc announced a merger with Aktia Bank's wealth management operations. The deal closed in early 2025 and created a combined asset and wealth management platform with roughly €18 billion in assets. Evli Fund Management Company continued as a distinct regulated entity within the merged group, maintaining its existing fund range and Helsinki-based portfolio management.
Does Evli Fund Management Company manage segregated mandates?
Yes. Institutional clients can access Evli's strategies through segregated mandates alongside pooled fund vehicles. The firm tailors equity and fixed-income portfolios to specific institutional requirements, leveraging the same Nordic investment research and portfolio construction framework used for its mutual funds.
Where are Evli's funds distributed?
Evli funds are distributed primarily in Finland through the firm's own wealth management network and third-party distribution platforms. Institutional distribution extends across the Nordic region and to select European investors seeking dedicated Nordic equity exposure.
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